Virtual Assistant

The Sales & Account Management Support Specialist will play a critical role in bridging sales, client success, and project management. This position requires strong account management experience, CRM and reporting expertise, and the ability to coordinate projects seamlessly across teams. The ideal candidate is detail-oriented, proactive, and client-focused, with excellent communication skills and the ability to turn complex data into clear insights that drive client satisfaction and business growth.

Client Success & Relationship Management

• Lead client onboarding to ensure smooth transitions from sales to implementation.
• Join client strategy meetings to capture objectives and translate them into actionable plans.
• Manage day-to-day client requests, ensuring clear task assignments and timely updates.
• Take ownership of client retention metrics and support account growth opportunities.
• Handle daily client communication while escalating strategic issues as needed.

Data Analysis & Reporting

• Gather and analyze data from HubSpot, Google Analytics, Microsoft Clarity, and Meta Ads.
• Build and maintain client-facing reports that simplify complex data into clear stories.
• Ensure dashboards are accurate, real-time, and presentation-ready.
• Translate raw data into actionable insights for both clients and internal teams.
• Apply advanced Excel/Google Sheets skills (pivot tables, VLOOKUP, data visualization) to identify meaningful trends.

Project Coordination & Workflow Management

• Create and manage Wrike tickets from client requests and sales communications.
• Customize Wrike blueprints for new project launches.
• Participate in daily production calls and weekly status updates.
• Monitor project timelines, flag potential delays, and maintain organized documentation.

Sales Support & Meeting Preparation

• Prepare background research and pre-call materials for sales and client meetings.
• Organize notes and relevant information to set meetings up for success.
• Manage post-call follow-ups, ensuring tasks are tracked through completion.
• Support contract workflows through DocuSign and maintain organized records.
• Schedule and confirm meetings across multiple stakeholders.

Qualifications & Skills

Experience:

• 3+ years in sales support, account management, or client services.

Technical Expertise:

• HubSpot CRM expertise (pipeline management, deal tracking, reporting).
• Advanced Excel/Google Sheets (pivot tables, VLOOKUP, data visualization).
• Project management experience with Wrike (or similar platforms).
• Familiarity with Google Analytics, Microsoft Clarity, and Meta Ads Manager.
• Comfortable with DocuSign and digital contract workflows.
• Quick learner who becomes the "go-to" expert on new platforms.

Communication & Client Skills:

• Strong communicator, able to translate data into clear client insights.
• Demonstrated ability to maintain accounts and identify growth opportunities.

Professional Attributes:

• Proactive problem-solver who anticipates client and team needs.
• Highly organized, detail-obsessed, and strong on follow-through.
• Client-first mindset with a focus on delivering exceptional experiences.
• Comfortable working in a fast-paced, evolving environment.
• Team player with excellent communication skills.
• Self-directed, able to manage priorities with minimal supervision.

Employee Benefits

• Health and Wellness: Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits: Full support for required government benefits.

Supplemental Pay Types

• 13th Month Salary: A festive bonus to celebrate the year's hard work.
• Overtime Pay: Compensation for your extra effort and time.
• Night Differential: Additional pay for working late hours or shifts.
• Incentives: Performance-based incentives to reward your contributions and achievements.